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Phoenix Financial’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Phoenix Financial’s Portfolio POCT Stock Details POCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$273K Sell
6,325
-750
-11% -$32.9K ﹤0.01% 403
2025
Q4 		$311K Buy
+7,075
New +$307K ﹤0.01% 377

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Phoenix Financial's POCT Position: Q1 2026 in Review

Phoenix Financial reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 11% in Q1 2026, selling an estimated $32.9K and leaving 6,325 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Phoenix Financial first reported a position in POCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Phoenix Financial held 6,325 shares of Innovator US Equity Power Buffer ETF October worth $273K as of Q1 2026.
  • Phoenix Financial sold 750 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $32.9K.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #403 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF October position peaked at $311K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.